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Articles On CRM

CRM Articles

Your customers love you. How well are you reciprocating? Good CRM shows customers you care by helping you engage and nurture these relationships without the manual back and forth you used to rely on.

7 Contact List Mistakes You’re Probably Making

7 Contact List Mistakes You’re Probably Making

Did you know 65% of businesses adopt a customer relationship management (CRM) system within their first 5 years? CRMs...

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[Lead Nurturing Essentials] Create Urgency with These 6 Promotions

[Lead Nurturing Essentials] Create Urgency with These 6 Promotions

How many times have you waited and waited before finally committing to a purchase because the timing just wasn’t...

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[Lead Nurturing Essentials] Reducing No-Shows: Appointment Scheduling 101

[Lead Nurturing Essentials] Reducing No-Shows: Appointment Scheduling 101

For small businesses in the service industry, your ability to book appointments and fill your schedule is one of...

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[Lead Nurturing Essentials]  How to Spot Buying Signals

[Lead Nurturing Essentials] How to Spot Buying Signals

If you had to choose, would you say your success rests on your ability to answer the phone and...

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What to Look for in a CRM: 9 CRM Features You Have to Have

What to Look for in a CRM: 9 CRM Features You Have to Have

Many local business owners view CRMs (customer relationship management systems) as databases. Basically, they see these systems as a...

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Use Virtual Meetings as a Competitive Advantage for Your Local Business

Use Virtual Meetings as a Competitive Advantage for Your Local Business

We talk a lot about the ins and outs of connecting with your customers. That’s because when it comes...

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How to Set Up Your Shiny New CRM in 3 Quick Steps

How to Set Up Your Shiny New CRM in 3 Quick Steps

For the local business owners who choose to automate their marketing or communications, many start with a customer relationship...

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9 Surprising Ways a CRM Can Help Your Small Business

9 Surprising Ways a CRM Can Help Your Small Business

Hang on to your seats, folks, and take in these startling statistics on customer loyalty, pulled together by our friends...

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FAQ: Do I scrub my contact list frequently enough?

FAQ: Do I scrub my contact list frequently enough?

Let’s take a quick survey. Raise your hand if any of the following are true about your contact list…...

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Are you making these 6 common mistakes when building your contact list?

Are you making these 6 common mistakes when building your contact list?

Hopefully you use your contact list to communicate regularly with customers and potential clients. You do…have a contact list…right?...

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INFOGRAPHIC: The Composition of a Loyal Customer in 2017

INFOGRAPHIC: The Composition of a Loyal Customer in 2017

“Nooooorm!” If you ever watched the show Cheers, everybody knew his name. That’s because Norm’s character frequented the same...

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Build Your Contact List on the Down Low

Build Your Contact List on the Down Low

Hopefully you have one or two ways you keep in touch with current customers – text messages if you’re...

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Why Marketing Automation is a Fit for the Small Biz Owner

Why Marketing Automation is a Fit for the Small Biz Owner

For many small and mid-sized businesses, marketing automation may seem like something only larger companies can afford to take...

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Frequently Asked Questions – Creating Customer Loyalty

Frequently Asked Questions – Creating Customer Loyalty

How many of you are members of customer loyalty programs? I know I am! I’m all about collecting airline...

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Personalizing the Customer Experience – 4 Ways to Make a Better Impression

Personalizing the Customer Experience – 4 Ways to Make a Better Impression

Do you treat your lifelong friend differently from how you treat your third cousin twice removed? Of course you...

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Create Loyal Customers

Create Loyal Customers

If you still feel slightly winded and your budget is lighter from all that work you’ve done to acquire...

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Manage and Engage With Your Customer Base – Our Top Resources

Manage and Engage With Your Customer Base – Our Top Resources

It’s an age old question of just about every business owner — once a customer has found you for...

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Keep Your Customers Close – Build a Digital Database [Video]

Keep Your Customers Close – Build a Digital Database [Video]

Do you have an up-to-date list of your customers? Do you keep it on a spreadsheet or on customer...

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Appointment Software: Getting Customers to “Book Now!”

Appointment Software: Getting Customers to “Book Now!”

Your online booking software is up and running and you’re ready for clients to slot themselves into your soon-to-be-much-busier...

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Must-Have Mobile Apps For Small Businesses

Must-Have Mobile Apps For Small Businesses

Running a small business is a massive undertaking and it can be overwhelming. However, there are numerous mobile apps...

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5 Big Asks for Your Customers

5 Big Asks for Your Customers

Face-to-face, on the phone or online, every contact with a customer is an opportunity to deepen the relationship, and...

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